Settian Capital Lp Top Holdings and 13F Report (2025) About Settian Capital LpInvestment ActivitySettian Capital Lp has $138.64 million in total holdings as of December 31, 2024.Settian Capital Lp owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.11% of the portfolio was purchased this quarter.About 7.20% of the portfolio was sold this quarter.This quarter, Settian Capital Lp has purchased 29 new stocks and bought additional shares in 3 stocks.Settian Capital Lp sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings Mastercard $22,063,283Apple $17,754,778Cadence Design Systems $13,911,298Microsoft $10,685,025Quanta Services $8,533,350 Largest New Holdings this Quarter QXO INC $2,067,000 HoldingGE VERNOVA INC $1,644,650 HoldingFiserv $1,437,940 HoldingTransDigm Group $1,013,824 Holding Largest Purchases this Quarter QXO INC 130,000 shares (about $2.07M)GE VERNOVA INC 5,000 shares (about $1.64M)Fiserv 7,000 shares (about $1.44M)General Electric 8,000 shares (about $1.33M)TransDigm Group 800 shares (about $1.01M) Largest Sales this Quarter Fair Isaac 900 shares (about $1.79M)Arthur J. Gallagher & Co. 1,000 shares (about $283.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSettian Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMAMastercard$22,063,2830.0%41,90015.9%Business ServicesAAPLApple$17,754,7780.0%70,90012.8%Computer and TechnologyCDNSCadence Design Systems$13,911,2980.0%46,30010.0%Computer and TechnologyMSFTMicrosoft$10,685,0250.0%25,3507.7%Computer and TechnologyPWRQuanta Services$8,533,3500.0%27,0006.2%ConstructionVVisa$8,438,2680.0%26,7006.1%Business ServicesMCKMcKesson$5,129,1900.0%9,0003.7%MedicalCTASCintas$5,115,6000.0%28,0003.7%Business ServicesKNSLKinsale Capital Group$4,651,3000.0%10,0003.4%FinanceSNPSSynopsys$4,368,2400.0%9,0003.2%Computer and TechnologySPGIS&P Global$3,696,3790.0%7,4222.7%Business ServicesADBEAdobe$3,646,376$533,616 ▲17.1%8,2002.6%Computer and TechnologyTYLTyler Technologies$2,955,2800.0%5,1252.1%Computer and TechnologyNVONovo Nordisk A/S$2,580,6000.0%30,0001.9%MedicalCLHClean Harbors$2,531,5400.0%11,0001.8%Business ServicesVRSKVerisk Analytics$2,520,1850.0%9,1501.8%Business ServicesFICOFair Isaac$2,190,023$1,791,837 ▼-45.0%1,1001.6%Computer and TechnologyQXO INC$2,067,000$2,067,000 ▲New Holding130,0001.5%COM NEWWSTWest Pharmaceutical Services$1,998,1160.0%6,1001.4%MedicalPOOLPool$1,968,9290.0%5,7751.4%Consumer DiscretionaryGEGeneral Electric$1,667,900$1,334,320 ▲400.0%10,0001.2%TransportationGE VERNOVA INC$1,644,650$1,644,650 ▲New Holding5,0001.2%COMAMATApplied Materials$1,626,3000.0%10,0001.2%Computer and TechnologyHWMHowmet Aerospace$1,531,180$437,480 ▲40.0%14,0001.1%AerospaceFIFiserv$1,437,940$1,437,940 ▲New Holding7,0001.0%Business ServicesHSYHershey$1,422,5400.0%8,4001.0%Consumer StaplesTDGTransDigm Group$1,013,824$1,013,824 ▲New Holding8000.7%AerospaceMSIMotorola Solutions$924,4600.0%2,0000.7%Computer and TechnologyAJGArthur J. Gallagher & Co.$567,700$283,850 ▼-33.3%2,0000.4%FinanceINTUIntuit$0$3,726,000 ▼-100.0%00.0%Computer and TechnologyONOnsemi$0$1,452,200 ▼-100.0%00.0%Computer and TechnologyAPAAPA$0$1,404,004 ▼-100.0%00.0%Oils/EnergyLSCCLattice Semiconductor$0$1,326,750 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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